Client Advisor
Job Summary
You will be part of a group of highly trained financial professionals responsible for developing and growing Privilege client relationships. The role requires providing expert financial advisory services, investment solutions, and maintaining long-term relationships with affluent and high net-worth clients. Additionally, you must ensure proper advisory procedures while strictly adhering to internal bank policies and regulatory requirements.
Responsibilities
- Develop and grow Privilege client relationships
- Provide financial advisory and investment solutions
- Ensure proper advisory procedures and compliance
Required Skills
- University degree with 7-10 years banking experience
- Strong wealth management and investment product knowledge
- Relevant industry accreditations (M1B, M2B, M5, etc.)
Job Details
You will be part of a group of highly trained financial professionals. You will be trained in the bank's Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients in various market segments. You will provide customers with timely information, advice and recommendations to fit their requirements. Building and maintaining long-term relationships with your clients is a key factor for success in this role. You will be trained in the bank's Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients for various market segments To provide customers with timely information, advice and recommendations to fit their requirements. Building and maintaining long-term relationships with your clients is a key factor for success in this role. Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)
Requirements:
- A recognized university degree.
- Ideally has 7- 10 years of experience in the banking / financial industry, experienced in financial & investment product sales for Client Advisor role.
- Strong advisory skill and possess with good product knowledge of wealth management & investment products.
- Candidates with prior experience and knowledge in AML/KYC processes within the retail banking sector are preferred.
- Self-motivated, with strong sales drive & energy.
- Possess relevant accreditation (M1B, M2B, M5, M6, M6A, M8, M8A, M9, M9A, HI)